OWA
EXPO icon

One Wealth Advisors’s Exponent EXPO Stock Holding History

One Wealth Advisors’s Portfolio EXPO Stock Details EXPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-903
Closed -$89.5K – 334
2022
Q4 		$89.5K Buy
+903
New +$87.7K 0.02% 309
2019
Q2 		– Sell
-2,783
Closed -$161K – 234
2019
Q1 		$161K Buy
+2,783
New +$150K 0.13% 138
2018
Q4 		– Sell
-3,672
Closed -$197K – 227
2018
Q3 		$197K Sell
3,672
-294
-7% -$15.1K 0.15% 124
2018
Q2 		$192K Hold
3,966
– – 0.15% 132
2018
Q1 		$156K Sell
3,966
-14
-0.4% -$529 0.14% 143
2017
Q4 		$141K Buy
+3,980
New +$146K 0.11% 159

Other funds holding EXPO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return